Matthew J. Leaumont

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Consumer Services

Profile

Mr. Matthew J.
Leaumont is Vice President at CAZ Investments LP.
Mr. Leaumont is responsible for business development and managing clients’ diversified investments.
He has been in the financial services industry since 2002.
He began his career at Merrill Lynch and was eventually recruited to Morgan Stanley, where his duties included creation and monitoring of client investment allocations, ongoing research, and actively involved in the due diligence process of alternative asset classes.
Mr. Leaumont graduated from Texas A&M University in 2001.
His favorite activities include spending time with his family and playing golf.

Former positions of Matthew J. Leaumont

Companies	Position	End
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
MORGAN STANLEY	Corporate Officer/Principal	-
CAZ Investments LP CAZ Investments LP Investment ManagersFinance CAZ’s private funds intends to complement longer-term investors’ core holdings, are typically formed as private limited partnerships with specific investment objectives and are made available to qualified investors for whom the private fund(s) appears appropriate. For the SMAs, the firm collaborates with the client to develop investment strategies, goals and objectives for the investment assets entrusted to CAZ. They seek to identify excellent businesses that demonstrate competitive positions.	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
CAZ Investments LP CAZ Investments LP Investment ManagersFinance CAZ’s private funds intends to complement longer-term investors’ core holdings, are typically formed as private limited partnerships with specific investment objectives and are made available to qualified investors for whom the private fund(s) appears appropriate. For the SMAs, the firm collaborates with the client to develop investment strategies, goals and objectives for the investment assets entrusted to CAZ. They seek to identify excellent businesses that demonstrate competitive positions.	Finance
Texas A&M University Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services